1WCM

12 West Capital Management Portfolio holdings

AUM $592M
1-Year Est. Return 40.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$592M
AUM Growth
-$247M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$32.4M
2 +$17.4M
3 +$10.7M
4
OFRM
Once Upon a Farm PBC
OFRM
+$7.51M
5
SHOP icon
Shopify
SHOP
+$6.83M

Top Sells

1 +$73.2M
2 +$66.2M
3 +$59.7M
4
WING icon
Wingstop
WING
+$18.8M
5
TOST icon
Toast
TOST
+$17.9M

Sector Composition

1 Technology 28.08%
2 Consumer Discretionary 23.83%
3 Consumer Staples 15.38%
4 Healthcare 14.54%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BBNX
26
Beta Bionics
BBNX
$540M
-575,000